HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
::::nnni',-n WrI~ ~c,INHERITANCE TAX
"j "Am:lB!tslO~E'Ftt..r A!J[OWANCE OR DISALLOWANCE
_iPf::~OlJCT.'I'O,,!S-: AND ASSESSMENT OF TAX
'.........
2UD7 DEe -5 PH 12: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARVIN BESHORE
130 STATE ST
PO BOX 946
HBG
CLER!< CF
ORP:,!, (\"AJRT
ESQ CU ., Pf-..
PA 17108
REV-1547 EX AFP
JOHN
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOVELL JOHN G FILE NO. 21 07-0297 ACN 101 DATE 11-20-2
11-20-2007
LOVELL
03-10-2007
21 07-0297
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remitted[ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT T
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: If an assessment was iSsued previously. lines 14. 15 and/or 16. 17. 18 and 19 wil
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
AX C E ITS:
PAYMENT RECEIP DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (_)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST _ SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held StOCk/Partnership Interest (SchedUle C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank DepositS/Misc. Personal Property (Schedule E) (S)
6. JointlY Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
111,205.23
.00
.00
303,604.05
.00
.00
(S)
S.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseS/Adm. Costs/Misc. Expenses (Schedule H)
1.515.00
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
(9)
ClO)
.00
(ll)
Cl2)
Cl3)
Cl4)
NOTE: To insure p
credit to your ac
submit the upper
of this form with our
tax payment.
ClS) 413.294.28 X 00 .00
(16) .00 X 045 = .00
(l7) .00 X 12 = .00
ClS) .00 X 15 = .00
Cl9)= .00
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
~.. - ."
G
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)